North Point Advisor Group

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North Point Advisor Group

Financial Planning For Your Stage Of Life As a client, you will have multiple points of contact with our financial advisors and client service team.

With a foundational belief that a client’s financial planning should encompass investment, tax, and estate planning, the team at North Point Advisor Group works to provide holistic guidance in these areas. Whether you’re new to planning or have complex needs, our team systematically works with you throughout the years as you strive toward your financial goals. All here for the purpose of serving our clients with the highest degree of trust and integrity. To learn more about North Point Advisor Group, please visit https://www.northpointadvisorgroup.com/

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Securities offered through LPL Financial. Member FINRA/SIPC
finra.org sipc.org

Investment advice offered though Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and North Point Advisor Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/23/2026

If something happened to you tomorrow, who would inherit what?

You might think you have a clear answer. You might think you need to get around to making an estate plan first.

Either way, there’s already a plan in place. The question is whether it would work the way you expect.

Join our free webinar, Understanding the Estate Plan You Already Have, for a closer look at what could happen based on your documents, account details, and the decisions state law may make for you.

📅 Thursday, November 12
🕜 11:30am – 12:30pm

Register here: 5642b446-52c4-444c-8d8c-b316feae42cc@e93036e0-8110-4f5e-b1db-0d373017ae7c" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/5642b446-52c4-444c-8d8c-b316feae42cc@e93036e0-8110-4f5e-b1db-0d373017ae7c

10/20/2026

Turns out, we have a few food artists on the team!

After a great full-team meeting, we spent the afternoon learning the art of charcuterie. We learned how to make salami roses and explored different kinds of cheese, with tips for arranging everything into a beautiful board. Everyone got into it, and a few hidden talents emerged!

Thanks, Sara and Trevor from Sara's Bakery -Featuring Tipsy Pies and Brines Market and Deli, for being the best teachers!

10/08/2026

Our “True North Trail Notes” series aims to share more about the people behind North Point. This month, we’re diving in with one of our Staff Accountants, Taylor! Read about Taylor's True North below, and even more in our newsletter earlier this month.

Name: Taylor Ewer
📍 Starting Point: A small town a couple hours north of Eau Claire.
💼 What I Packed: Camping gear, something for a day at the lake, and plenty of things to keep my girls entertained.
🧭 My True North is: Creating core memories with my daughters, helping them navigate each new stage of life, and experiencing new places together.
🪵 Campfire Reflection: Some of my favorite experiences come from seeing the world through my daughters’ eyes.
🥾 Trail Companions: My husband and our two daughters.
🌞 Ideal Day: Spending the day with my family at the park, swimming, or discovering somewhere new together.

"I love experiencing the world through my daughters’ eyes. Taking time to create core memories with them, whether at the park, swimming, or discovering something new, is what I cherish most."

10/06/2026

End-of-life planning is an important conversation, and one that can be easier when you plan together.

Join North Point Advisor Group and our advisor Sarah Johnson at the End-of-Life Workshop: Planning with Your Next of Kin (NOK), hosted by The Catholic Cemeteries on Saturday, November 7.

The workshop brings together professionals covering estate planning and health care directives, funeral and cemetery planning, veterans benefits, hospice and senior care, and more.

Bring your next of kin for a day of learning, conversation, and practical planning, with opportunities to ask questions, connect with resources, and begin documenting your wishes.

📅 Saturday, November 7 | 8:30 a.m.–4:30 p.m.
📍 St. John the Baptist Catholic Church, New Brighton, MN

We hope you’ll join us! Learn more and register: https://catholic-cemeteries.org/workshop/

10/05/2026

Happy birthday to Michayla, Steve, Mathias, and Heidi this month! Thank you for everything you do to support our team and our clients. We hope you all enjoy celebrating your special days! 🎂

09/30/2026

The votes are in! We asked our newsletter readers: Who taught you the most about money?

The top answers:
🛠️ Learning through experience
🧓 Parents and/or grandparents

Some of the biggest money lessons come from a mix of trial and error and the people who helped shape how we think about finances in the first place.

Want to weigh in on next month’s question? Sign up for the North Point newsletter to join the vote and get more practical financial insights along the way. https://conta.cc/4yhFKNU

09/25/2026

Everyone has an estate plan, whether estate documents were ever completed or not.

Join us for this free webinar on November 12th by registering here: 5642b446-52c4-444c-8d8c-b316feae42cc@e93036e0-8110-4f5e-b1db-0d373017ae7c?" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/5642b446-52c4-444c-8d8c-b316feae42cc@e93036e0-8110-4f5e-b1db-0d373017ae7c?

You'll learn about common misconceptions that could derail your carefully laid plans, and you'll leave with a clear picture of what your estate plan actually does (without a pile of homework).

09/24/2026

Our “True North Trail Notes” series aims to share more about the people behind North Point. This month, we’re diving in with one of our Financial Advisors, Sarah! Read about Sarah's True North below, and even more in our newsletter earlier this month.

Name: Sarah Johnson
📍Starting Point: I’m a fifth-generation Mahtomedi, MN native!
💼What I packed: Hiking boots, skis, camping gear, and a gluten-free snack.
🧭My True North is: Being present for my family, staying grounded in my faith, and helping the people around me thrive.
🪵Campfire Reflection: I hope my kids create enough space in their lives to discover who they really are, not who the world tells them to be.
🥾Trail Companions: My husband and our three kids... and probably our puppy!
🌞Ideal Day: A day outside with my family, hiking, camping, or paddling through the Boundary Waters.

"Over 12 years ago, I left my first career as a dietitian. I wanted to find a career where I could help people who truly want help and where I could develop lasting relationships."

09/15/2026

Back-to-school season is here! 📚✏️

If you have kids heading back to school too, you’ve probably spent the last few weeks checking off supply lists, finding new shoes that fit and getting everyone back into a routine.

A few of our NPAG families are right there with you! And while there’s plenty to think about as another school year begins, it’s also one of those little reminders of just how quickly kids grow up (and how much there is to plan for along the way.)

Wishing all the students, parents, and teachers in our community a great school year! 💙

09/04/2026

Our offices will be closed on Monday, September 7th, as we celebrate the hard work and dedication of so many. Wishing you a safe and restful Labor Day weekend! 🇺🇸

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Mahtomedi, MN

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https://www.northpointadvisorgroup.com/

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